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Kingsview Wealth Management’s Halozyme HALO Stock Holding History

Kingsview Wealth Management’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-5,095
Closed -$236K – 933
2021
Q2 		$236K Sell
5,095
-4,650
-48% -$206K 0.01% 779
2021
Q1 		$413K Sell
9,745
-175
-2% -$7.99K 0.02% 552
2020
Q4 		$424K Buy
+9,920
New +$357K 0.03% 482

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kingsview Wealth Management's HALO Position: Q3 2021 in Review

Kingsview Wealth Management sold out of Halozyme (HALO) in Q3 2021, closing a stake of 5,095 shares — an estimated $236K sold.

Kingsview Wealth Management first reported a position in HALO in Q4 2020 and held it in 3 quarters. The position peaked at $424K in Q4 2020. 324 funds tracked by Wall St. Rank hold HALO as of Q3 2021.

  • Kingsview Wealth Management reported no remaining Halozyme position as of Q3 2021 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,095 Halozyme shares in Q3 2021, an estimated $236K.
  • Kingsview Wealth Management first reported a position in Halozyme in Q4 2020 and held it in 3 quarters.
  • Kingsview Wealth Management's Halozyme position peaked at $424K in Q4 2020.
  • 324 funds tracked by Wall St. Rank held Halozyme as of Q3 2021.

Based on Kingsview Wealth Management's 13F filing for Q3 2021, filed 3 Dec 2021.